JEQA.DE vs. JE13.DE
Compare and contrast key facts about JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (Acc) (JEQA.DE) and JPMorgan BetaBuilders EUR Government Bond 1-3 UCITS ETF EUR (Acc) (JE13.DE).
JEQA.DE and JE13.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JEQA.DE is an actively managed fund by JPMorgan. It was launched on Oct 29, 2024. JE13.DE is a passively managed fund by JPMorgan that tracks the performance of the JP Morgan EMU Government Bond 1-3. It was launched on Feb 15, 2018.
Performance
JEQA.DE vs. JE13.DE - Performance Comparison
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JEQA.DE vs. JE13.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
JEQA.DE JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (Acc) | -0.77% | 1.90% | 5.22% |
JE13.DE JPMorgan BetaBuilders EUR Government Bond 1-3 UCITS ETF EUR (Acc) | -0.38% | 2.30% | 0.59% |
Returns By Period
In the year-to-date period, JEQA.DE achieves a -0.77% return, which is significantly lower than JE13.DE's -0.38% return.
JEQA.DE
- 1D
- 0.24%
- 1M
- -0.86%
- YTD
- -0.77%
- 6M
- 3.76%
- 1Y
- 12.82%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
JE13.DE
- 1D
- 0.10%
- 1M
- -0.64%
- YTD
- -0.38%
- 6M
- 0.00%
- 1Y
- 1.14%
- 3Y*
- 2.49%
- 5Y*
- 0.51%
- 10Y*
- —
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JEQA.DE vs. JE13.DE - Expense Ratio Comparison
JEQA.DE has a 0.35% expense ratio, which is higher than JE13.DE's 0.10% expense ratio.
Return for Risk
JEQA.DE vs. JE13.DE — Risk / Return Rank
JEQA.DE
JE13.DE
JEQA.DE vs. JE13.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (Acc) (JEQA.DE) and JPMorgan BetaBuilders EUR Government Bond 1-3 UCITS ETF EUR (Acc) (JE13.DE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| JEQA.DE | JE13.DE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.74 | 1.03 | -0.29 |
Sortino ratioReturn per unit of downside risk | 1.09 | 1.38 | -0.29 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.20 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 3.35 | 0.75 | +2.60 |
Martin ratioReturn relative to average drawdown | 11.16 | 3.39 | +7.77 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| JEQA.DE | JE13.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.74 | 1.03 | -0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.30 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.26 | 0.20 | +0.07 |
Correlation
The correlation between JEQA.DE and JE13.DE is -0.03. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
JEQA.DE vs. JE13.DE - Dividend Comparison
Neither JEQA.DE nor JE13.DE has paid dividends to shareholders.
Drawdowns
JEQA.DE vs. JE13.DE - Drawdown Comparison
The maximum JEQA.DE drawdown since its inception was -24.26%, which is greater than JE13.DE's maximum drawdown of -6.90%. Use the drawdown chart below to compare losses from any high point for JEQA.DE and JE13.DE.
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Drawdown Indicators
| JEQA.DE | JE13.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.26% | -6.90% | -17.36% |
Max Drawdown (1Y)Largest decline over 1 year | -7.77% | -1.28% | -6.49% |
Max Drawdown (5Y)Largest decline over 5 years | — | -6.03% | — |
Current DrawdownCurrent decline from peak | -3.11% | -0.98% | -2.13% |
Average DrawdownAverage peak-to-trough decline | -6.52% | -1.78% | -4.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.72% | 0.28% | +1.44% |
Volatility
JEQA.DE vs. JE13.DE - Volatility Comparison
JPMorgan Nasdaq Equity Premium Income Active UCITS ETF USD (Acc) (JEQA.DE) has a higher volatility of 4.23% compared to JPMorgan BetaBuilders EUR Government Bond 1-3 UCITS ETF EUR (Acc) (JE13.DE) at 0.67%. This indicates that JEQA.DE's price experiences larger fluctuations and is considered to be riskier than JE13.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JEQA.DE | JE13.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.23% | 0.67% | +3.56% |
Volatility (6M)Calculated over the trailing 6-month period | 10.04% | 0.81% | +9.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.18% | 1.10% | +16.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.18% | 1.66% | +15.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.18% | 1.50% | +15.68% |